New:

• Clicking the new shopping cart icon in the side-navigation bar takes you directly to your plan page.
• Navigation bar list items can now be right-clicked and opened in a new window.
• The ability to Tweet to extend your trial period has been reactivated.
• Metric Klips (BETA): Now you can grant Edit access to Metric Klips and Klipboards, in addition to Viewing and Sharing access.

Updates and Fixes:

• Clients in trial no longer see the "Choose a plan" link unless they are direct billed to Klipfolio.
• The Dashboard Gallery is now accessible from the Dashboard list page.
• Metric Klips (BETA): During the save process, when editing a Metric Klip, the "Cancel" button returns you to the editing screen. Your previous edits are not lost. 
• Metric Klips (BETA): Creating and validating OAuth authentication when creating Metric Klips is now consistently displayed in-app.
• Metric Klips (BETA):  It's now easier to locate the "define your own Metric Klip" option when creating a Metric Klip.

Performance and quality investments.

Security investments.

New:

• Metric Klips (BETA):  Dark theme application for the side navigation bar is now supported.

Performance and quality investments.

Performance and quality investments.

Performance and quality investments.

 New:

There are changes to how you view and manage your dashboards. We’ve combined Active Dashboards and Dashboards, streamlining the workspace to help you build faster and stay organized.

• Clicking Dashboards brings you to your master list of all dashboards, where you can see details for each dashboard, rename or permanently remove dashboards, and open (add) to your list of active dashboards.
• When adding a new dashboard, the list of dashboards in the left-side navigation will now scroll to show you the newly added dashboard.
• Your list of open, active dashboards always displays under Dashboards, giving you fast access to the dashboards you use the most. At any time, you can remove dashboards from this list by selecting Close (they will still be accessible from your master list of dashboards).
• To add a new, blank dashboard to your list of open dashboards (and to your master list), simply click the + Add dashboard button.
• To add pre-built dashboards, navigate to the Dashboard Gallery page.

Learn more here.

 Fixes and Updates:

• Resolved issues with the Salesforce connector.
• When adding a new dashboard, the list of dashboards in the left-side navigation will now scroll to show you the newly added dashboard.
• Metric Klips (BETA):
• Improved the filter description for Klipboards.

Performance and quality investments.

New:

• Metric Klips (BETA): You can now set the favourable trend for a Metric Klip which determines whether an increase in the value is positive or negative.

Fixes and Updates:

• When creating a modelled data source, you can now easily add all columns or remove all columns with toolbar buttons.
• In the Klip Editor, when using evaluate on a date column from a modelled data source, the date format shown in the modelled data source displays.
• When importing multiple Klips using a shared data source, the import no longer imports the data source twice.
• UI updates for the left navigation panel when using the dark theme.
• Metric Klips (BETA):
• Implemented a more consistent approach to displaying blank trends of data.
• UI updates for Metric Klips. 

Security Investments
Performance and quality investments.

New:

• Metric Klips (BETA): You can now set the favourable trend for a Metric Klip, which determines whether an increase in the value is positive or negative.

Fixes and Updates:

• When creating a modelled data source, you can now easily add all columns or remove all columns with toolbar buttons.
• Metric Klips (BETA):
• New indicator on views for Metric Klips indicates how many local filters are applied.

Security Investments

Fixes and Updates:

• Metric Klips (BETA):
• Trends (BETA) renamed Metric Klips (BETA)
• Improved navigation in Metric Klips
• Filtering enabled for Metric Klips list to show starred Metric Klips.

Performance and quality investments

New:

• Trends users (BETA): Enabled an exclude filter option when filtering metrics.

Fixes and Updates:

• Trends users (BETA):
• You can now edit a metric (with permissions), even if you do not have edit rights to the related modelled data source.
• Deselecting all items in the legend for a metric will now show all items again instead of a blank visualization.

Performance and quality investments

New:

• Trends users (BETA): Enhanced filter controls for metric dates and dimensions

Fixes and Updates:

• "Undo” in the modelled data source creation will now also include column name changes.
• Trends users (BETA):
• UI updates on the Exploration page.
• Dynamic text sizing for the scorecard visualization.
• Editing a metric will not lock the screen if you do not have permissions to edit the associated modelled data source.
• The flow of creating metrics had some clean up.

Performance and quality investments
Security Investments
PDF/imaging investments

Fixes and Updates:

• When creating a modelled data source, clicking the “save” button multiple times will not longer create multiple models.
• Trends users (BETA): more elegantly handle multiple segments with sparse data.
• Improved UI and added more intuitive text when building modelled data sources.
• UI enhancements to the left navigation bar.
• Full screen mode no longer intermittently exits when rotating through dashboards.

Performance and quality investments.
Security Investments

New:

• Trends users (BETA):
• Enabled creation of a data source during the flow for creating a metric. This will reduce the steps and remove the need to jump to different parts of Klipfolio to achieve the task of creating a data source.
• The new version of the View Only role now allows access to: Trends BETA, full screen mode, seeing shared dashboards (even if they are not open), open dashboards, and changing theme!
• The old View Only role was renamed View Only (no Trends). Simply add this new View Only role to your users to benefit from the updates. Learn more about the View Only role.

Fixes and Updates:

• UI improvements to the side navigation bar.
• The header no longer disappears when modelling data sources in MS Edge.
• Improved warning messages when deleting data sources.
• Messages no longer showing up when in full-screen mode.

Performance and quality investments.
Security Investments

New:

• Trends users (BETA):
• You can now view a linear trend line for a metric on a chart.
• When segmenting a metric by a dimension with numerous members charts, you can display the top 20 with the remaining members binned together as “Other”.

Fixes and Updates:

• Improvements to PDF and image generation.
• When you add a new dashboard while looking at a longer dashboard, you can now see the available dashboards without scrolling.
• Trends users (BETA): The filters on the Metric Overview are now grouped together on mobile.

Performance and quality investments.
Security Investments

New:

• Introducing a new toolbar to make modeling data sources quicker and easier!
  • Undo/redo actions using the toolbar instead of keyboard shortcuts.
  • Move columns using the toolbar without having to use the 3-dot menu over and over.
  • Add another column to your model without having to scroll all the way to the right side of your model to find the + button. 
  • Duplicate columns using the toolbar.
• Trends users (BETA): You can now see the metric as a cumulative sequence.

Fixes and Updates:

• You can now save changes to a modelled data source (e.g. modelled data source name, description, column names, calculations) independent of share permissions on a data source used by the model.
• Removed a double pop-up when editing filters from the summary list on the Component Tree in the Klip Editor.
• To ease formula creation, the formula bar will now replace a data reference if the cursor is to the right of a data reference of the same type.

Performance and quality investments.

New:

• Trends users (BETA): You can now create a metric on the mobile app.
• The Modeller has been turned on for all accounts.

Fixes and Updates:

• Updated MySQL driver.
• Improvements to scheduled email formatting.

New:

• We are excited to launch the roll-out of our BETA product, Klipfolio Trends! The new experience in Klipfolio that makes it easy to see trends at a glance, analyze and figure out how your business is performing. With Klipfolio Trends, you can dig into your data, try out different visualization types, apply various date ranges, and choose unique ways to segment and filter your data. It's quick and easy and you can see the impact of your choices while you experiment and explore! Build a complete story by comparing metric values over time and comparing data between different time periods! Learn more about Klipfolio Trends. 

Fixes and Updates:

• We have updated Privacy Statement and Terms of Service to reflect our updated policies for data collection, retention and use. Changes have been made to prepare for the requirements of the EU General Data Protection Regulation (GDPR), the new data protection law which comes into effect on May 25, 2018. Even if you’re not based in the European Economic Area, the updates to the Terms of Service and Privacy Statement are still beneficial to you. Please take the time to review the Terms of Service and Privacy Statement, both of which will be effective May 25, 2018.
• Filtering dashboards when importing is now working as expected.
• Selecting the data source reference for a modelled data source in a formula in the Klip Editor now consistently displays the related modelled data source in the data source visualizer at the bottom of the page and selects the related column in the modelled data source.
• Function help is available again  when working with the formula bar for modelled data sources.
• Added expand and collapse to the new side navigation bar.

Investments in security.
Performance and quality investments.

New:

• We have started rolling out an evolution of our UI! If you do not see it in your account yet, check out this post to see how things are evolving. This evolution is in response to customer demand and is in preparation for some new functionality we have been working on that will address the most popular enhancements customers have been requesting. This change will also set us up for a more consistent and mobile friendly experience.

Fixes and Updates:

• When setting your account time zone, the option to set to your current browser timezone is now working as expected.
• BETA: You can now remove a modelled data source from a Klip.
• From the Klip Editor, you can now get to the details page for a modelled data source.
• The Klip Editor now shows an appropriate message if attempting to display a modelled data source the user does not have permissions to view.  And formulas referencing such a model will be more legible.

 Fixes and Updates:

• Fixed a scenario where the all values filter option was not returning values.
• BETA: When creating modelled data sources, using the arrow keys while editing the name field will now move your cursor position in the text field instead of changing focus to the next or previous column.

Performance and quality investments.

New:

• Keyboard shortcuts for undoing and redoing actions now available when preparing your data.

Fixes and Updates:

• BETA: Modelled data sources are no longer showing as blank.
• Salesforce data sources are reconfigurable again!
• BETA: Modelled data sources are now listed on Klip detail pages.

 Fixes and Updates:

• Improved support for special characters in the Klip title.
• Removed branding from SSO error page for white label accounts.
• Improvements to user sharing, when sharing datasources.
• BETA: Some usability enhancements to the Modelled data sources. Including the library list and data source info page showing the refresh date.
• Enhancements to sharing with a user. The UI will more clearly represent who already has rights.

Investments in security.
Performance and quality investments.

New:

• Started the BETA roll-out for Modelled Data sources.
• Started the new User-based sharing roll-out.

Fixes and Updates:

• Cursor in search field fixed.
• Xero Connector now returns data in CSV format.
• Some UI enhancements.

Investments in security.
Performance and quality investments.

Fixes and Updates:

• Revisions to the Facebook connector to unblock GraphQL queries.
• Upgrades Adwords to support API 201802.

Fixes and Updates:

• New Google Analytics data sources can select refresh frequency again.
• Added support for white label settings in new error messages.

Fixes and Updates:

• Smoother exiting of previously uploaded data source.
• A new client's feature list now accurately represents the available options.
• Control tab for new components added to a Klip in the Editor are now consistently accessible.

Security investments.
Performance and quality investments

Fixes and Updates:

• Hubspot data sources using pagination return the expected results.
• Fixed the error state for Bing Ads data sources.

Security investments.
Performance and quality investments

New:

• Snowflake is now supported as a data source.
• Mongo DB is now supported as a data source.
• Simplified Salesforce connector: Point and click selection of your fields (including custom) to build your query. No SOQL knowledge required!

New:

• New Relative Date Filtering: When building Klips, have you ever wanted to keep the date filtered on Today or Yesterday?  Or keep a constant “Last 7 full days” or “Last 3 full months”? Or even Week/Month/Year to date?  In addition to filtering “On or after” and “On or before” specific dates (or variable values), you now have an option to set a conditional filter for dates to Today, Yesterday, Unit (week, month, year) to Date, In the last x minutes/hours, and In the last full X days/weeks/months/years. Most can also be driven by variables you set by User Input Controls on your dashboard! Check out this community post.

Fixes and Updates:

• When creating a drill-down on a table with a large number of columns, you will now be able to scroll through all the available columns.
• Larger imports into clients are not timing out.

Fixes and Updates:

• Date formats for multiple sub-components are now treated independently.
• You can now use the sort parameter in the URL for a Pipedrive data source with multiple pages.